Forrest
Padilla
Concorde Asset Management, LLC
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About this Advisor
Forrest Padilla is a financial advisor based in San Diego, California, working with Concorde Asset Management, LLC. Forrest has previously held positions at Independent Financial Group, LLC, Financial Designs LTD, Concorde Asset Management, LLC, and Concorde Investment Services, LLC. Forrest has passed the Series 66 regulatory exam and is registered to provide services in California, Georgia, Hawaii, Illinois, New Jersey, New York, North Carolina, Rhode Island, and Texas. Currently, Forrest is part of Concorde Asset Management, LLC, which operates out of San Diego, California. The firm has 40 offices and 82 employees. The firm manages assets totaling $395.1 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Concorde Asset Management, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Concorde Asset Management, LLC Brokerage Details
$395,111,243
82
2,510
$157,415
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Forrest Padilla Work History
Concorde Asset Management, LLC
Concorde Investment Services, LLC
Financial Designs LTD
Independent Financial Group, LLC
Disclosures
Please visit the SEC profile of Forrest Padilla to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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